Investment Test Drive

MXGPX Great-West Moderate Profile II L

4 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund MXGPX Great-West Moderate Profile II L AOR iShares Core Growth Allocation VGSTX Vanguard STAR Inv  
Similarity
?
100% 85% 86%
Annual Fees
?
$125.05
(1.20% Exp. Ratio)
$22.92
(0.22% Exp. Ratio)
$35.43
(0.34% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.20% annual return
$23,948.46 $32,201.36 $31,059.59
Est. savings over 30 yrs +$8,252.90 +$7,111.13
Return
As of 10/31/16
1 YR RETURN 3.09%
3 YR 4.06%
5 YR 7.30%
10 YR 5.15%
1 YR RETURN 3.88%
3 YR 4.35%
5 YR 7.42%
10 YR --
1 YR RETURN 3.68%
3 YR 5.06%
5 YR 8.38%
10 YR 5.72%
Description
The investment seeks long-term capital appreciation primarily through investments in underlying funds with a relatively equal emphasis on equity and fixed income investments. The fund usually invests assets in underlying funds according to the following asset allocation ranges: 0% to 30% of assets in international funds, 0% to 25% of assets in small cap funds, 0% to 30% of assets in mid cap funds, 15% to 45% in large cap funds, 0-10% of assets in real estate, and 10% to 30% in bond funds and 5% to 25% in short term bond funds. While the fund is non-diversified, it invests in diversified underlying holdings.
The investment seeks to track the investment results of the S&P Target Risk Growth Index composed of a portfolio of underlying equity and fixed income funds intended to represent a growth allocation target risk strategy. The fund is a fund of funds and seeks its investment objective by investing primarily in the securities of other iShares underlying funds that themselves seek investment results corresponding to their own underlying index. The S&P Target Risk Growth Index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model.
The investment seeks long-term capital appreciation and income. As a "fund of funds," the fund invests in a diversified portfolio of other Vanguard mutual funds, rather than in individual securities. It follows a balanced investment approach by placing 60% to 70% of its assets in common stocks through eight stock funds; 20% to 30% of its assets in bonds through two bond funds; and 10% to 20% of its assets in short-term investments through a short-term bond fund. Through the underlying funds, the fund owns a diversified mix of stocks and bonds.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

+

Your Feedback has been sent successfully!